Keith Klein, CFP®, ChFC®, CLU®, CASL®

  • Registered Financial Advisor
  • Turning Pointe Wealth Management
  • Phoenix, AZ   
  • Website


Contact me for: Financial Planning, Insurance, and Investment Services

After more than 15 years as a financial service advisor, Keith Klein CFP®, ChFC®, CLU®, CASL® reached his own Turning Pointe and founded Turning Pointe Wealth Management. It had become clear that the best way for Keith to provide unbiased solutions to his clients was to do it from a platform that would always put their needs first. The Turning Pointe Method provides individually tailored advice, by starting relationships with a different kind of conversation. Those conversations are based on solving the most critical and important issues in the clients’ lives, while working towards the next Turning Pointe. Keith has been recognized by the Phoenix Business Journal as one of the top investment professionals in Arizona. His experience in AZ goes back over 20 years.

Expert Articles by Keith Klein, CFP®, ChFC®, CLU®, CASL®

Finance for Couples

Advice on how to deal with your shopaholic spouse
Discuss money and budgeting before buying the engagement ring

Education Loans

How to have a life after college and repay your student loans


Educate teens on the importance creating and following a budget

Retirement Planning

Advice for when you lose your job and forced into early retirement


Know when to shred or keep bank documents and other information

Contact Keith Klein, CFP®, ChFC®, CLU®, CASL®

Message was successfully sent. There was an error sending the message.